C

ClearServe

2 employees

ClearServe, a wealth management platform, helps family offices and other investors make better finance, investment and management decisions.

Basic info

Industry

financial services

Sectors

Financial Analytics and Report Generation
Data Aggregation
Software Development
Management Information Systems
Financial Services
Accounting
Alternatives Tracking System
Software

Date founded

2012

Funding rounds raised

C

ClearServe raised undisclosed on May 4, 2017

Investors: Callais Capital

C

ClearServe raised undisclosed on August 1, 2016

Investors: SixThirty Ventures

C

ClearServe raised undisclosed on February 29, 2016

Investors: Callais Capital

C

ClearServe raised undisclosed on June 1, 2015

Investors: WorldQuant Ventures LLC, SenaHill Partners, LP and Social Leverage

C

ClearServe raised undisclosed on September 1, 2013

Investors: Scout Ventures, Green Visor Capital GP I LLC and SenaHill Partners, LP

C

ClearServe raised undisclosed on January 1, 2012

Investors: Thayer Street Partners

FAQ